-53.9%
NIO vs SONY
-6.4%
-47.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.2% | +1.2% | +2.4% |
| 7D | -0.6% | +2.9% | -3.5% | -1.9% |
| 30D | -3.5% | +10.2% | -13.7% | -8.0% |
| 3M | -30.7% | +16.1% | -46.8% | -36.0% |
| 6M | -45.6% | +32.1% | -77.8% | -53.4% |
| YTD | -35.3% | +1.4% | -36.7% | -38.2% |
| 1Y | -53.9% | -7.0% | -46.9% | -54.3% |
| All | -53.9% | -6.4% | -47.5% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SONY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling